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MILESTONES

Charter #5144 · ME

<100M
2437 CUs in <100M nationally 8 in ME

MILESTONES has 2 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Loan-to-Member Ratio (LMR): Top 3.4% in tier
  • + Average Member Relationship (AMR): Top 3.9% in tier

Key Concerns

Areas that may need attention

  • - ROA 1.44% below tier average
  • - Efficiency ratio 1.02% above tier (higher cost structure)
  • - First Mortgage Concentration (%): Bottom 5.7% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 2,437 credit unions with under $100M in assets nationally, and 1 of 8 that size in Maine.
  • Shares and deposits -0.1% year over year ($31.2M in shares and deposits).
  • Membership: 1,820 members, +1.1% vs a year ago.
  • Delinquency rate 0.76%.
  • Return on assets 0.05%.
  • Efficiency ratio 89.78% vs a 88.77% peer average.
  • Loan-to-share ratio 77.12% vs a 58.89% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (ME) National Avg Tier Percentile
Members 1,820
+1.1% YoY+0.2% QoQ
-765 2,585
-1.7% YoY
16,125
+1.5% YoY
34,678
+6.6% YoY
48%
Assets $35.1M
-0.0% YoY+1.0% QoQ
+$4.8M $30.3M
+1.5% YoY
$282.5M
+5.4% YoY
$593.1M
+10.2% YoY
64%
Loans $24.0M
+6.8% YoY+3.2% QoQ
+$8.6M $15.5M
-1.7% YoY
$195.0M
+5.1% YoY
$418.6M
+10.1% YoY
76%
Deposits $31.2M
-0.1% YoY+1.0% QoQ
+$5.3M $25.8M
+1.1% YoY
$246.1M
+4.8% YoY
$504.8M
+10.3% YoY
66%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.1%
-93.3% YoY-71.8% QoQ
-1.4% 1.5%
+241.5% YoY
0.8%
-4.3% YoY
1.2%
+121.4% YoY
Bottom 4.0% in tier
NIM 3.9%
+7.4% YoY+0.7% QoQ
+0.0% 3.9%
+0.9% YoY
3.6%
+1.9% YoY
3.8%
+2.3% YoY
52%
Efficiency Ratio 89.8%
+14.3% YoY+2.3% QoQ
+1.0% 88.8%
-6.9% YoY
78.1%
+1.5% YoY
83.0%
-5.3% YoY
71%
Delinquency Rate 0.8%
+76.2% YoY-4.9% QoQ
-0.8 1.5%
+2.1% YoY
0.9%
+26.9% YoY
1.3%
+2.6% YoY
52%
Loan To Share 77.1%
+6.9% YoY+2.2% QoQ
+18.2% 58.9%
-3.1% YoY
74.1%
-1.3% YoY
66.4%
-1.4% YoY
77%
AMR $30,315
+1.7% YoY+1.8% QoQ
+$15K $14,963
-6.8% YoY
$26,047
+3.5% YoY
$20,028
-0.9% YoY
Top 4.0% in tier
CD Concentration 31.2%
-0.5% YoY-2.6% QoQ
+6.7% 24.6% 25.5% 20.0% 50%
Indirect Auto % 0.8%
+31.0% QoQ
-12.8% 13.6% 16.8% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 2437 peers in tier

Top Strengths (7 metrics)

84
Loan-to-Member Ratio (LMR)
engagement
Value: $13,200
Peer Median: $4,937
#84 of 2437 Top 3.4% in <100M tier
97
Average Member Relationship (AMR)
engagement
Value: $30,315
Peer Median: $13,967
#97 of 2437 Top 3.9% in <100M tier
371
Loan Growth Rate
growth
Value: 6.81%
Peer Median: -2.63%
#371 of 2437 Top 15.2% in <100M tier
534
Member Growth Rate
growth
Value: 1.05%
Peer Median: -1.37%
#534 of 2437 Top 21.9% in <100M tier
564
Loan-to-Share Ratio
balance_sheet
Value: 77.12%
Peer Median: 58.67%
#564 of 2437 Top 23.1% in <100M tier
572
Total Loans
balance_sheet
Value: $24.02M
Peer Median: $9.49M
#572 of 2437 Top 23.4% in <100M tier
582
Fee Income Per Member
profitability
Value: $117.39
Peer Median: $63.89
#582 of 2437 Top 23.8% in <100M tier

Top Weaknesses (6 metrics)

2340
Return on Assets (ROA)
profitability
Value: 0.05%
Peer Median: 0.81%
#2340 of 2437 Bottom 4.0% in <100M tier
2298
First Mortgage Concentration (%)
balance_sheet
Value: 55.81%
Peer Median: 3.59%
#2298 of 2437 Bottom 5.7% in <100M tier
2092
Indirect Auto Concentration (%)
balance_sheet
Value: 0.84%
Peer Median: 0.00%
#2092 of 2437 Bottom 14.2% in <100M tier
2040
Share Certificate Concentration (%)
balance_sheet
Value: 31.22%
Peer Median: 12.77%
#2040 of 2437 Bottom 16.3% in <100M tier
1912
Members Per Employee (MPE)
engagement
Value: 227.500
Peer Median: 328.333
#1912 of 2437 Bottom 21.6% in <100M tier
1868
Net Worth Ratio
risk
Value: 10.93%
Peer Median: 14.28%
#1868 of 2437 Bottom 23.4% in <100M tier
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